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Portfolio (Quarterly) Guide ↗

SIGNATUREFD, LLC

· CIK 0001456048
13F Portfolio $7.5B AUM 3,541 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 237 New 1582 Added 956 Reduced 177 Exited
Page 9 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ARW ARROW ELECTRS INC Technology 2,481.0 $529K 0.01% -21.0 -0.8% $213.41 -3.7%
162 ROG ROGERS CORP Technology 3,230.0 $529K 0.01% -72.0 -2.2% $163.73 -20.8%
163 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,545.0 $515K 0.01% -9.0 -0.6% $333.33 -27.2%
164 HSY HERSHEY CO Consumer Defensive 2,917.0 $512K 0.01% -224.0 -7.1% $175.44 +7.6%
165 DG DOLLAR GEN CORP Consumer Defensive 4,374.0 $503K 0.01% -54.0 -1.2% $115.10 +6.3%
166 SEIC SEI INVTS CO Financial Services 5,687.0 $499K 0.01% -1K -17.8% $87.71 +22.4%
167 NNN NNN REIT INC Real Estate 10,462.0 $487K 0.01% -781.0 -7.0% $46.53 -0.6%
168 AEIS ADVANCED ENERGY INDS Industrials 1,276.0 $476K 0.01% -80.0 -5.9% $372.87 -21.1%
169 VXF VANGUARD INDEX FDS 1,916.0 $472K 0.01% -18.0 -0.9% $246.21 +0.1%
170 VRSK VERISK ANALYTICS INC Industrials 2,624.0 $471K 0.01% -238.0 -8.3% $179.53 +3.9%
171 OKTA OKTA INC Technology 3,434.0 $469K 0.01% -160.0 -4.5% $136.44 +3.5%
172 DFEV DIMENSIONAL ETF TRUST 10,777.0 $460K 0.01% -105.0 -1.0% $42.67 -2.3%
173 HUBB HUBBELL INC Industrials 878.0 $460K 0.01% -6.0 -0.7% $523.35 -9.1%
174 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 9,557.0 $457K 0.01% -294.0 -3.0% $47.81 -9.6%
175 MTD METTLER TOLEDO INTERNATIONAL Healthcare 354.0 $452K 0.01% -86.0 -19.6% $1277.87 +11.5%
176 TSCO TRACTOR SUPPLY CO Consumer Cyclical 14,187.0 $448K 0.01% -3K -17.4% $31.61 +12.1%
177 DEHP DIMENSIONAL ETF TRUST 10,419.0 $446K 0.01% -1K -8.8% $42.77 -4.8%
178 W WAYFAIR INC Consumer Cyclical 4,800.0 $444K 0.01% -2K -33.2% $92.42 +16.6%
179 ITT ITT INC Industrials 2,211.0 $437K 0.01% -79.0 -3.5% $197.78 +8.0%
180 CCI CROWN CASTLE INC Real Estate 5,656.0 $428K 0.01% -347.0 -5.8% $75.73 -1.4%
Page 9 of 48  ·  956 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Financial Services 15.6%
Consumer Cyclical 10.8%
Industrials 8.2%
Healthcare 8.1%
Communication Services 8.0%
Consumer Defensive 4.8%
Energy 3.3%
Basic Materials 2.4%
Utilities 2.2%